Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANTORI & PETERS INC | CL B NEW | 5001 | $282,589 | 672 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | CL B NEW | 5002 | $282,589 | 672 | 0.00 | 0.00 | 100 | 17.48 | 03-31-2024 |
ACT ADVISORS LLC | CL B NEW | 5003 | $282,169 | 671 | 0.00 | 0.00 | 44 | 7.02 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 670 | +Inf | 12-31-2023 |